Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
October 5th, 2016
Referrals Under the Final Fiduciary Rule
Is the recommendation of an investment adviser to an individual retirement account owner a fiduciary act under the Department of Labor’s final fiduciary rule? Read more >
Small 401(k) Faces Lawsuit Over Lack of Investment Diversification
The lawsuit notes that the plan’s fiduciary ignored multiple suggestions to hire a professional to manage the plan’s investments. Read more >
DOL Drops Lawsuit Over Contractor's Failure to Pay 401(k) Contributions
The DOL filed a proposal to dismiss the lawsuit after the contractor made a payment to the plan. Read more >
Event Information: The New Diversification
Join us on TODAY at 12 p.m. EST for an advisers-only webcast that will examine the difficult task of balancing retirement, college and health care savings. Experts from Ascensus will also field your questions. Read more >
Many Retirees Wish They Had Delayed Taking Social Security Benefits
Another Bill Proposed as Senate Committee Hearing Brings Calls for Retirement Action
Institutional Plans See Strong Q1 2019 Returns
RESA, RSSA, SECURE Act and More Pile Up in Congress
Excessive Fee Suit Filed Against Greystar Management
Sponsored message from Betterment
Digital Tools Help Address Current Issues For 401(k) Plans
Today’s 401(k) is mired in contradiction: critical to retirement, but alarmingly under-supported Read more >
Client Marital Status and Career Outlook Central to Risk Tolerance
Research from Northwestern Mutual suggests a client’s thoughts about marital status and career ambition are among the strongest determinants of risk tolerance and general financial attitudes. Read more >
Risk-Aversion, Low Interest Rates Threaten Long-Term Investing
However, a Wells Fargo study also found three-quarters of retirees are confident they can maintain their chosen approach to managing their retirement savings and investments throughout their retirement. Read more >
Women Face Unique Retirement Readiness Challenges
Women are more likely to have earnings gaps in their careers, live longer than men, and face higher lifetime health care costs, making saving for retirement particularly challenging. Read more >
Envestnet Expands Fiduciary-Focused Compliance Solutions
The firm says its latest technology solutions and consulting services will assist advisers and enterprises in complying with the Department of Labor’s fiduciary rule reform. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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